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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,490 | $39,798-93.7% | $67,704-96.3% | $59,633-95.8% |
| Participation rate | 53.2% | 57.4%-4.2pp | 67.5%-14.3pp | 68.7%-15.5pp |
| Annual return | -7.60% | 89.94%-97.5pp | 25.41%-33.0pp | 2041.45%-2049.0pp |
| Employer contribution / active EE | $2,181 | $1,393+56.6% | $2,559-14.8% | $2,203-1.0% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4 | $3,212-99.9% | $4,255-99.9% | $4,297-99.9% |